Investment Advisor RFP Response Scoring Matrix Template
Publication date
7.18.2022
This is a sample scoring matrix for an investment advisor request for proposals.
Finance
Pertaining to expenditures, revenue, cash flow, liabilities, balance sheets, etc.
Montgomery County Community Foundation Investment Manager RFP
Publication date
1.1.2020
This is a sample request for proposals for a community foundation investment manager.
Licking County Foundation Investment Policy
Publication date
8.1.2020
This is a sample investment policy from the Licking County Foundation.
October 24
- 26
This fall, Philanthropy Ohio will convene its first in-person conference in three years, bringing together colleagues from around the state in Cleveland to connect with one another, build skills as leaders and strengthen this network of funder peers.
Monday, October 24, 2022
noon
-
Wednesday, October 26, 2022
1:30 p.m.
Cleveland Marriott at Key Tower, Cleveland, OH
IRS & Other Required Filings webinar recording
Publication date
6.12.2018
This webinar recording discusses the necessary state and federal forms finance staff must file, information on federal tax reform and new taxes being implemented on foundations.